🔐 Admin Access

Data Room Dashboard — Choose your login method

or

📊 Data Room CRM

Total Leads
0
NDA Signed
0
Soft Committed
0
Hard Committed
0
Friends & Family
0
Total Investment
$0

CONVERSION FUNNEL

Registered NDA Signed Soft Committed Hard Committed

BY JURISDICTION

BY COUNTRY

📋 Activity Log

🎯 Investor Pipeline

⚡ Configurazione Sequenza

📡 Investitori in Sequenza

Nessun investitore in sequenza. Usa "Avvia sequenza" dalla Pipeline o dalla tabella Leads.

Investor Leads

NameEmailStatusSignaturesJurisdiction AmountF&FNDA DateSoft DateHard DatePACTActions

📄 Investment Documents

Last updated: —

🎤 Pitch Documents

Last updated: —

📜 NDA & Pact Documents

Last updated: —

📊 Investor Relations Documents

Last updated: —

🏢 Corporate Identity Documents

Last updated: —

📝 Signed Documents

Total Signed
0
Signed NDAs
0
Signed PACTs
0
Signed Investments
0

Loading signed documents...

Total Visits
0
Document Views
0
Downloads
0
Signatures
0
Unique Visitors
0
Avg Session (min)
0

📊 Visitor Activity

Email Action Document Time Device

DATA ROOM CONVERSION

Accessed Viewed Docs Downloaded Signed

⚙️ Data Room Settings

📧 Email & Notification Settings

Admins who receive WA and email notifications for investor activity. Select from IDV Board users or add custom emails.

Email address that appears as sender in all investor emails. Select from IDV Board users or enter custom.

These addresses will be CC'd on all emails sent to investors.

These addresses will be BCC'd on all emails sent to investors (hidden from recipients).

✍️ Signatory Settings

Company signatory details used on electronically signed NDAs and legal documents.

Upload a signature image (PNG or JPG, transparent background recommended). This will appear on signed NDAs and PACTs.

🚀 Try CodeZen Forward

Email address that receives a styled notification when someone requests access from www.codezen.ai. Leave empty to use admin emails.

📅 Calendar Booking

Email address that receives booking notifications when an investor schedules a meeting from the "Book a Meeting" page.

🐼 AI Avatar in Meetings

Include automatically one or more AI avatars (Panda) in every booked meeting. The AI avatar joins the Google Meet call, presents the pitch, answers investor questions with real data from the Data Room, and sends a follow-up report.

🐼 AI Avatar in Meeting Booking

When an investor books a meeting, automatically include AI avatars that join the Google Meet and conduct the pitch autonomously.

💬 WhatsApp Group Participants

Default team members added to every investor WhatsApp group. Mark who should be promoted to group admin.

Note: These settings apply to this Data Room. Changes are saved automatically.

👥 Enrolled Investors

Loading investors...

📅 Communication Schedule

📬 Weekly Update
Brief progress update to all enrolled investors
📊 Monthly Report
Comprehensive monthly performance report
of each month
📝 Quarterly Board Letter
Formal quarterly letter from the Chairman

📝 Communication Templates

🚀 Technical Progress
Auto-generated: This week's commits, features, and improvements from the engineering team.
📊 Key Metrics
Auto-generated: Users, revenue, engagement metrics for the current week.
🎯 Next Week Goals
💬 CEO Note
📋 Executive Summary
📊 KPI Dashboard
Auto-generated from MCP data when connected: Key performance indicators, growth trends, and benchmarks.
🏆 Milestones Achieved
👥 Team Updates
💰 Financial Overview
Auto-generated: Burn rate, runway, revenue — from accounting MCP when connected.
🗺️ Next Month Plan
📝 Letter from the Chairman
📊 Financial Report
Auto-generated: Detailed P&L, balance sheet, cash flow statement — from accounting MCP when connected.
🔬 Technology Report
Auto-generated: Platform progress, architecture decisions — from CodeZen 2.0 MCP when connected.
📈 Market & Competition
⚠️ Risks & Opportunities
🔮 Outlook

📜 Communication History

DateTypeSubjectRecipientsStatusActions
No communications sent yet.

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